CBA: What are the options?
More experienced investors and advisers can use options and, in particular, collar strategies to provide cost-neutral downside protection where they may be seeking to hold the underlying stock for at least 12 months to be entitled to the CGT discount.
Rebalancing: Portfolio impacts from S&P/ASX 200 Index changes
The upcoming ASX 200 rebalancing highlights how index changes - while routine - may influence trading dynamics, liquidity, and implementation costs, with implications for benchmark-aware portfolio management.
SMSFs and advisers shift to equal-weighted ETFs amid rising concentration risk
Equal-weighted Exchange Traded Funds (ETFs) may offer a useful tool for those pushing to diversify away from pockets of Australia’s increasingly concentrated sharemarket.
Professional investors to add more crypto to portfolios in 2025
Institutional investor appetite for crypto currency may provide impetus for its addition to retail portfolios over time.
Advisers buy ETFs and bargain blue chips amid volatility
Advisers bought the dip and positioned for recovery after Liberation Day.
Active ETFs to make more assets available to retail market
Assets in active ETFs are forecast to more than double globally by 2029.
Europe's stockmarket rally may have steam left
There is cautious optimism that momentum may push European shares higher after a strong start to the year.
Advisers look beyond banks and resource companies for gains
Advisers added industrials, big AREITs and a mid-cap ETF to client portfolios in February.
Fixed income ETF listings jump to meet demand
A range of new ETFs provide new options for advisers building bond portfolios for clients.
Global listed infrastructure may provide portfolio counterbalance in year ahead
The sector may offer more attractive valuations than broader indices used to measure market performance.
Private debt boom reaches the ASX
The number of listed investment trusts which allow advisers to add private debt to clients’ portfolios is growing.
Australian small companies on investors' radars in 2025
Analysts are optimistic local small caps will have a solid year if the market environment turns in their favour as anticipated.
Bank hybrids may still stack up for investors
The popular securities may remain attractive investments until they are phased out next decade.
Most read on AXIS 2024
Our most read content from 2024.
Stock selection key to investing in 2025
Expectations for shares next year are mixed – but pockets of the market may deliver better gains than others.
European sharemarkets under the microscope
The region’s shares can get lost in the news about global markets.
How to get a strangle-hold on the market
Many investors are currently eyeing potential near-term catalysts coming at the back end of the year.
US election unlikely to impact long term investments
Diversified portfolios have delivered positive returns in most US election years even if there is volatility in the lead up to voting.
What to expect in the ETF market over the next decade
All eyes are on the Australian exchange traded fund market as it develops new products to meet demand from advisers and their clients.
Economic outlook may bode well for global small companies
Some analysts have pinpointed global small caps as a sector to watch as interest rates decline.
Why offshore-listed ETFs can broaden investment horizons
Exchange traded funds listed in the United States and Europe include strategies not available in Australia.
Where to next for the big four?
AUSIEX asked John Lockton, Head of Investment Strategy at Sandstone Insights, to answer key questions about the banking sector.
Navigating the rise of female wealth custodians
The growing number of female millionaires provides an opportunity for advisers to expand their client base.
What fund managers expect in the second half of 2024
Three fund managers give an insight into markets for the second half of 2024 and beyond.
Australian equity capital markets could be better used to generate wealth and opportunities for all
Patrick Salis, CEO of AUSIEX, writes that the role of equity capital markets in Australia in bringing businesses from startup to capital markets is not working as effectively as it could.
Global versus local: emerging markets re-emerge
Australia’s biggest institutional investors have tended to hold more overseas stocks than local ones for decades. Individual investors are now starting to catch up.
Helping investors by protecting bank stocks with options
Citi’s recent decision to downgrade all listed Australian banks to “sell” was the first time it had been so bearish on the sector since February 2015.
Advisers add European equities to portfolios in 2024
The outlook for European mega caps is one factor driving investment in the region’s sharemarkets.
Where Australia's sovereign wealth fund is investing
The $223 billion Future Fund made significant new investments in equities over the past year.
Cautious outlook for bonds – but opportunities exist
A cloud over the likely direction of inflation and interest rates has implications for fixed interest portfolios.
Next steps for advisers in intergenerational wealth transfer
An AUSIEX white paper provides key insights into the opportunities and challenges for advisers as Baby Boomers pass on their wealth to heirs.
How trading technology is helping financial advisers navigate markets
Trading technology is helping financial advisers navigate markets, writes Brett Grant, Head of Product, Marketing and Customer Experience at AUSIEX.
Global dividends set to rise in 2024
High-quality international companies offer attractive yields as well as upside potential for capital gain.
Earnings season under the microscope
Company profits mostly surprised on the upside – but it pays to dig deeper into the results.
How to invest in alternatives with listed products
The stockmarket offers more than just access to public equities.
Why global infrastructure might bounce back
Experts argue economic conditions and secular trends bode well for infrastructure equities.
How to get selective with US stocks in 2024
Advisers may find value in unexpected quarters of the world’s biggest sharemarket.
What fund managers expect in 2024
While the market outlook remains uncertain, there will be some bright spots next year according to experts.
Most read on AXIS 2023
Our most read content from 2023.
US shares can pay dividends too
International equities sometimes get a bad rap for lacking the income offered by Australian stocks. But dividend-paying companies do exist offshore.
Volatile conditions spur potential investment strategy rethink
Professional fund managers and advisers alike are reconsidering tactical asset allocation in the current market environment.
Is it time to hedge global equity investments?
The slide in the Australian dollar has raised the perennial question of whether it’s worthwhile hedging for currency risk.
Fund managers eye small companies
An improved earnings outlook is one factor piquing interest in stocks outside the biggest names.
How active equity managers are performing in 2023
It was forecast to be a year for active managers to shine – so how are they tracking?
Keep an eye on real interest rates in portfolio construction
The timing of any reduction in official interest rates could be a key concern for equity investors in the months ahead.
Earnings season report card – which companies delivered?
Three market commentators spoke to AUSIEX about the upshot of the August reporting season.
US market may turn up more opportunities than just AI
Investors who have ridden the wave of technology gains may look to reposition their US holdings.
How to set asset allocation in an uncertain world
There is more to portfolio construction than a simple division between shares and bonds.
Mid caps can add extra dimension to blue chip portfolios
The long-term gains of this overlooked section of the market suggests it should be on the radar of advisers and investors.
New option strategies for global investors
As market volatility increases, so too is options trading over international ETFs.
An underutilised tool in income investing – ASX Options
Savvy advisers and investors are tapping the local ASX options market for a supplementary source of income in addition to dividends and fixed income.
Buy, sell or hold? Australia's biggest stocks under the microscope
The prospects for Australia’s most commonly held shares are a major consideration as investors position their portfolios for 2024.
What will the year bring for investors?
Five experts reveal their market outlook plus their expectations for the upcoming earnings season.
Where to next for fixed income ETFs after bumper inflows
Fixed income emerged as an asset class of choice for investors over the past year. Has the outlook for bonds now changed?
Little relief in sight for Australian bank shares
The big four banks delivered solid first-half results but headwinds have dimmed the sector outlook. What does it mean for shareholders?
Outlook ripe for active ETFs to prove their worth
Just having capital is no longer enough to generate decent returns via beta, according to Australia’s Future Fund. So, what does that mean for financial advisers?
Why some experts believe small caps may be ripe for revival
There is increasing interest outside the top ASX stocks as local small companies come back onto the radar – is it justified?
Intergenerational wealth transfer set to accelerate
The unprecedented transfer of wealth from Baby Boomers to other generations has picked up pace and provides a challenge and opportunities for advisers.
How to build a truly global portfolio with ETFs
The large number of Exchange Traded Funds dedicated to international shares belies the home bias that can potentially dominate the portfolios of Australians.
Video: Options give you options
Options give investors more options: In a recent interview with Andrew Geoghegan on Ausbiz TV, AUSIEX Head of Sales, Trading and Customer Relationships, Te Okeroa, discusses how options trading may provide not just protection, but income for investors in an upward rates cycle.
Key takeouts from reporting season
Five experts give their verdict on the recent ASX reporting season.
Asian tigers set to earn their stripes
Key indicators point to a better decade ahead for regional share markets
Quality is the best defence in volatile times
As market uncertainty continues, financial advisers can expect a raft of questions from clients.
Most read on AXIS 2022
Our most read content from 2022.
After a year of turmoil and change, what may lie ahead in 2023?
There is little doubt with interest rates on the rise and economies expected to slow, that 2023 will be another challenging one for most advisers and investors, although there is a lot of speculation over exactly how challenging. We look at some of the sectors, asset classes and strategies best placed to emerge with earnings intact in the year ahead.
How long can electric vehicle transition keep driving ASX Lithium stocks?
Despite an already rapid rise, lithium prices and stock values look set to continue to strengthen in the face of worries about a weaker economic outlook, due largely to the sharp growth expected in electric vehicle demand.
Inflation, rate rises and the rotation to value: Where are we now?
Until early this year, equity markets were resilient in the face of the rate hikes, but they are now coming around to a view in the bond markets that tighter monetary policy to tame inflation will be here longer, helping mark our position in the latest value rotation.
Smarter strategies needed to invest the energy crisis challenge
The Federal government has released its first offshore petroleum exploration permits, ensuring growth in the oil and gas sector at a time when it is seeking to boost its climate change credentials. The government’s divergent approach is symptomatic of a dilemma facing investors in the energy market – which way to play the energy crisis.
Passive defensives set to shine as uncertainty clouds outlook
The Reserve Bank of Australia is on a charge to get inflation under control, and equity markets are fearful of the economic impact. Fortunately for investors with a preference for exchange traded funds (ETFs) there are a number of products tied to defensive sectors to consider.
Margins, outlook statements the key to 2022 profit season
High commodity prices and a post-COVID bounce in employment and spending will drive results for 2022, but rates and inflation pose threats into next year.
Increased interest in private credit as inflation takes off but be cautious
As rising inflation and interest rates bring an end to the ‘everything boom’, private credit funds may offer capital protection and higher yields for investors.
Sharply rising inflation puts focus on hedging strategies
Inflation is firmly on the rise and looks set to remain high for longer than most investors have experienced in recent memory. We look at how to prepare portfolios for the new world.
Commodities surge set to outlast supply disruptions as ESG pressures build
Recent geopolitical uncertainty has helped strengthen mining, energy and commodity stocks already enjoying a post-covid surge but the sudden boom may prove longer-lasting than many expect as decarbonisation pressures grow.
Post-pandemic boost to the digital healthcare sector
The pandemic has sped up the digital transformation of the economy, boosting the scale of data being produced while leading to a surge in the focus on healthcare, creating new opportunities in digital healthcare providers.
Post-pandemic, A-REITS faces challenges and new opportunities
Australia’s real estate investment trusts have weathered a volatile time since the pandemic storm hit but the asset has proved its resilience and new opportunities are emerging.
How inflation affects retail stocks
Inflation is re-emerging and may have major implications for financial markets. MST Marquee Senior Analyst Craig Woolford says it may be beneficial for listed retailers, but investors should tread carefully.
Why the markets are hitting new highs, even as the economy falters
Australia’s economy powered out of the 2020 lockdowns to record three quarters of strong GDP growth through to the first quarter of this year. With June 2021 quarter data on Wednesday, can that momentum continue or did the end of Job Keeper wage subsidy and weak consumer data herald a slide to a double-dip recession?
BetaShares economist David Bassanese shares his view on what the data will tell us and how markets are preparing for it.
Will the momentum continue? – Themes to watch for this reporting season
The February reporting season was the strongest in 20 years, underpinned by record earnings upgrades. But can the momentum continue? With August earnings approaching, Morningstar Head of Equity Research Peter Warnes says the news is likely to be mixed this time around and provides some tips on what to look out for to ride the global recovery.
Positioning your portfolio for inflation
Investors will need to start thinking about how to position their portfolio for rising inflation with expected economic growth in the wake of large-scale fiscal support and stimulatory money policy.
Inside the SPAC hype: What investors need to know
Markets across the world are experiencing a boom in SPACs - a Special Purpose Acquisition Company. Branded as blank-cheque companies, the overseas enthusiasm for these companies remains robust in 2021, and while there are no signs that Australia is about to embrace blank-cheque companies, there are some cautionary lessons for local investors investing offshore.
Investor implications from the "pandemic" budget
Big spending initiatives in the 2021 Federal Budget aim to drive economic growth. With the risk of inflation low, investors can expect a positive outlook for asset markets.
Banking on dividends
There is some good news for income-seeking investors with possible buybacks in the pipeline as the big banks reported a lift in dividend payments in the May reporting season.
Record economic rebound
National Accounts
Biggest lift in spending in 12 years
Retail trade | Statement on Monetary Policy
Tailoring advice for different client personalities
When offering financial advice to clients it’s important to understand their unique personalities and behaviours.
Year in Review. Year in Preview
2020 recap and 2021 outlook
The Big Issues of 2021
COVID-19 | The Biden era | Monetary policy | China | Climate change | Economic inequality | Employment | Migration.
Millennial investors see opportunity in 2020 disruption, despite risks
Online brokers are seeing record numbers of account openings despite market volatility. Financial advisers are well placed to assist new investors.
Australia in recession: the key factors affecting our economic recovery
All eyes will be on the RBA in November and December as it ponders a potentially significant rate cut. But there are other factors to consider in the face of a very uneven recession.
What US exposure means for investors
Australian investors who bet on the US tech mega-caps to outperform through the COVID-19 pandemic have been handsomely rewarded. However, the way forward is less certain.
The role of super funds during COVID-19
Access to their super has assisted many Australians during the COVID-19 pandemic. But these savings will also need to underpin the recovery as we navigate out of economic crisis.
The economics of COVID-19
Weekly Petrol Prices | Business Indicators | Credit | Inflation gauge | China data
Portfolio construction in uncertain times
Portfolio review and asset allocation are critical during heightened market volatility. And there are lessons to be learnt from how fund managers handle similar challenges.
Trading in volatile times
Times of volatility may call for revised trading strategies. This piece looks at areas where advisers can improve, especially when placing large trades in the marketplace.
Beyond COVID-19: key metrics and sectors to watch over 2020
CommSec Senior Economist Ryan Felsman considers how the recovery from COVID-19 will play out and picks the sectors most likely to thrive and flounder.
Economic update: What advisers need to know
In periods of market volatility it is vital that advisers keep clients focused on their plan. It is also a chance to reinforce why financial advice is integral to meeting long-term goals.
The sharing economy: will disrupted incumbents bounce back in 2020?
The sharing economy will continue to disrupt established businesses but CommSec Chief Equities Economist Craig James warns that incumbents are increasingly finding ways to fight back.
Investing when the market is volatile
Economic backdrop: Market volatility at record highs; what should investors look at in a volatile market; and keeping an eye on your portfolio